If your filing contains PDF documents, you will need to convert them to EDGAR html files before filing in order to avoid errors.
Note: If your PDF is intended as a courtesy copy only and labeled the same as your primary document, it may not need to be EDGARized.
EDGARize a PDF
To EDGARize your PDFs, open the filing you want to add your PDFs to and navigate to the Collect step of the Filing Experience.
- On the Collect step, click Upload and select the PDF you want to add to the filing.
- Once the file is uploaded, use the drop-down menu to select EDGARize PDF. If there are multiple files to EDGARize, check all files that should be included in EDGARizing.
After EDGARizing
After the PDF is EDGARized, a number displays below the PDF name with a count of the generated files. You can view the list of generated files by clicking the PDF to expand the detailed information. From this view, you can also identify and copy the .htm file name for the PDF, should you need to create a hyperlink in your exhibit index.
After creating EDGAR files for any PDFs in your filing, you should exclude the original PDFs by clicking Exclude PDF in the drop-down next to the original PDF. You can then file with the .htm and .jpg files created from your PDFs.
If you need to save a copy of your filing documents to your computer, you can click the drop-down to the right of the selected filing and choose Download Filing Documents.
